Burgundy Relationship Manager

Apply Now Refer Candidate

Key Responsibilities:

Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings/Term deposits), wealth management products.
Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
Review individual account relationships to determine the banking and investment needs of clients
Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
Leverage product & investment experts to generate product specific investment ideas for clients Processes
Identify potential investment products for clients
Prepare detailed KYC reports of client Knowledge
Build knowledge on available products coordinate with product/investment/ advisory/research group

Role Proficiencies:

Graduation/ Post graduation from a recognized institute
Experience in managing High Net worth clients
Strong Customer Relationship Management skills, able to acquire clients around specific product offerings

Experience:
8 - 15 Years
Salary:
5 LPA - 12 LPA
Diversity Candidate:
No
Location:
Bangalore
Address:
Bangalore
Primary Skills:
Financial Knowledge, Customer Service, CASA, Portfolio Management, Wealth Management
Secondary Skills:
Sales and Cross-Selling, Teamwork and Collaboration
Industry:
Banking/Mortgage
Job Type:
Full time
Degree:
Any Graduate